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CNBC's Sharon Epperson shared her morning notes from the NYMEX Tuesday morning. She says commodities rallies are vulnerable right now, but the recent slide in oil prices could be short-lived if three new analysts' calls are correct.

The Obama Administration seems to have thrown its weight behind electric vehicles, and battery maker A123 Systems could well be a company that benefits, says Cramer. David Vieau, A123 Systems CEO, explains why.

We have not had an energy policy in the United States in the nearly three decades I have been in the utility business. What we have is a strange mix of mandates and markets that we sometimes call energy policy. Electricity—like horseracing, gambling and prostitution in Nevada—is too much fun for politicians to leave to the market.

The oil minister has ordered Reliance Industries to stop gas supplies from India's biggest gas field, the Krishna Godavari (KG) D6 block, to non-core users. The reason being a sharp decline in the production from the block.